Amanda Justice is a CFP® with seven years of industry experience, currently advising clients at Ameriprise in South Burlington, VT. She previously worked at JP Morgan for nine years. Justice is also involved with TrueGuidance Holdings, LLC as a registered team member managing an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice and written recommendation reports for clients approaching or in retirement.

Barry Compton is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009, previously working at UBS Financial Services starting in 2001. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies. The firm provides both episodic fee-based financial planning and services related to private funds, pooled vehicles, and municipal market activities.

Timothy Sheehan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is co-owner of two real estate-related businesses. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Thomas Brazier is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and eight years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Bankers Life Securities. Outside of finance, he owns and operates Windyvale Farm and Windyvale Farm Trucking, a custom hauling business serving a local dairy farm, and serves as a firefighter and CMS provider for the East Montpelier Fire and Ambulance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Sheryl Davis is a financial advisor with Wells Fargo Advisors in Williston, VT, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is also a notary public, providing document notarization services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services that cover various planning needs and specialized areas, supported by Wells Fargo’s research and planning tools.

Jonathan Whitehouse is a financial advisor with LPL Financial in Williston, Vermont. He holds Series 63, Series 65, and Series 66 licenses and has 28 years of industry experience. Prior to joining LPL Financial, he spent 12 years with Cuso Financial Services and has been with VSECU since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice primarily through a large network of investment adviser representatives.

Abraham Trabulsy is a financial advisor at LPL Financial with over four years of industry experience. He holds a Series 66 designation and has prior work history with Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Trabulsy also spent time at the University of Vermont and The Robert Larner, M.D. College of Medicine at UVM. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Caren Merson is a financial advisor at Edward Jones in Stowe, VT, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jason Frank is a CFP® with 16 years of industry experience currently affiliated with LPL Financial in Williston, VT. His prior experience includes 11 years at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., as well as roles at Rock Point Advisors, HSBC Securities, and Community Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Kyla Westover is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with MML Investors Services and Mass Mutual Life Insurance Company. Outside of her advisory role, she has been involved with several local businesses in Vermont, including the Mad River Glen Cooperative and the Pitcher Inn. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides customized investment strategies across multiple platform arrangements and maintains both proprietary and third-party model solutions.

Owen Goldenbogen is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at EastRise Credit Union, Key Investment Services LLC, and Fidelity Investments. Outside of finance, he has worked in education at Parsons (The New School) and local Vermont high schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, combining its scale with advisory and non-advisory financial activities.

Kristine Pearsall is a financial advisor at Cetera with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Cetera and its affiliates since 2014. Pearsall serves as the board treasurer for the Mount Abraham Unified School District. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a variety of third-party money managers through a multi-manager platform.

Rebecca Teese is a financial advisor with Edward Jones in Montpelier, VT, holding CFP® and Series 66 designations and bringing 21 years of industry experience. She previously worked at Raymond James & Associates for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jeffrey Metzler is a financial advisor with Ameriprise in South Burlington, VT, holding a Series 66 designation. He has one year of industry experience and previously worked at Thomas Somerville Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning using proprietary research and algorithmic tools.

George Lee is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He is currently with LPL Financial, having joined the firm in 2024, and previously worked at MML Investors Services, Mass Mutual Life Insurance Company, and Sentinel Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and institutional platforms, with a client-focused approach that incorporates strategic, tactical, and alternative investment options.

Kyle Pembroke is a financial advisor with Ameriprise Financial Services in South Burlington, VT, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and MSI Financial Services. He serves on the Board of Directors for Kid Safe and is an Investment Committee Member there. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice based on research and algorithmic tools.

Kyle Presson is a financial advisor with LPL Financial in Williston, VT, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Alec Herbert is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Key Investment Services LLC and Community Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kylie Richards is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior roles include positions at MML Investor Services, Mass Mutual Life Insurance Company, Key Investment Services, and KeyBank. Richards has experience outside finance in theater, having worked with the Merrill Theatre Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm provides a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies across diverse investment approaches.

Paul Briody is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. He has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advising, he participates in a car-sharing service on Sanibel Island, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.